SeniorAnalyst,StrategicFinance&FP&A

BUILD SOMETHING PEOPLE LOVE Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $125 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. ABOUT THE ROLE Wealthsimple is building Canada's leading financial platform — spanning brokerage, banking, crypto, and wealth management — and we're entering a phase where the quality of our financial analysis needs to match the ambition of what we're building. We're looking for a Senior Analyst with an investment banking or advisory background to bring institutional-grade modeling, valuation, and analytical rigor to our FP&A function. This role is for someone who can build a 3-statement integrated financial model from a blank workbook, tear apart a 10-K in an afternoon, and pressure-test the assumptions behind a $50M capital allocation decision — all with minimal hand-holding. You'll work across long-range planning, competitive intelligence, market sizing, and stakeholder analytics as we continue to scale. IN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO: Long-Range Financial Modeling - Build and maintain integrated 3-statement financial models (income statement, balance sheet, cash flow) with 5-year projection horizons - Own scenario and sensitivity analysis tied to key business drivers — client growth, AUM mix, take rate, and unit economics by product line - Translate strategic initiatives into quantified financial impacts with clear assumptions and audit trail